Director of Financial Planning

SignatureFD is a leading privately held financial design and advisory firm based in Atlanta, Georgia. With $9B+ in assets for over 1,800 client families, we serve high-net-worth individuals, families, and related entities. We believe that people are motivated to have a bigger impact with their wealth. We help clients simplify their financial lives, make better decisions, and bring focus to help maximize their time, money, relationships and ultimately, their impact.

Mission of the role:
Serve as a transformative leader, empowering team members to achieve their full potential through skill development, thoughtful problem-solving, and constructive guidance. This role will balance coaching, training, and team development with optimizing team operations, processes, and technology to foster a culture of accountability, resilience, and growth all while supporting the firm’s mission of delivering exceptional client experiences.

Reports to:
This role reports to the Chief Planning Officer.

Primary Function
As the Director of Financial Planning, your responsibilities include, but are not limited to:
• Lead and coach planning associates by fostering growth, providing guidance, and delivering actionable feedback in a collaborative environment
• Lead the planning team’s professional development initiatives, including onboarding new team members, continuous skill enhancement, and career growth
• Oversee and implement team processes, including maintaining policies and procedures
• Management of firm-wide planning projects and initiatives
• Oversee planning software and technology to ensure proper implementation, updates, and effective team utilization in line with firm standards
• Contribute to thought leadership on planning topics by managing communications and providing support to the Chief Planning Officer

Qualifications
• Four-year college degree with an emphasis in a related major
• Minimum 7 years of financial planning experience preferred
• Completed CFP® or CPA certification
• Expert technical knowledge on financial planning
• Strong communication and interpersonal skills with the ability to work and thrive in a collaborative professional team environment
• Experience with industry-specific software (e.g., Orion, Salesforce, eMoney, Holistiplan)

Please submit resumes to jessica.soto@signaturefd.com.